# Riverside Capital Wealth

Riverside Capital Wealth is a Bank / Wealth / Trust based in Lewiston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lewiston, United States
- **Region:** North America
- **Address:** Lewiston, NY, United States
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** riversidecapitalwealth.com
- **LinkedIn:** https://www.linkedin.com/company/riverside-wealth-partners-jacksonville

## Regulatory record

- **CRD number:** 331038
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331038

## About

Launched by Anthony Daloise in 2024, the firm operates out of Lewiston and targets individuals and high-net-worth households in western New York. The practice offers financial planning, asset allocation, and portfolio management under a fee-based registered investment advisor structure. No institutional separate accounts or pooled vehicles have been filed. Riverside Capital Wealth describes its services as discretionary portfolio management alongside modular planning engagements. The firm uses third-party platforms to custody assets and execute trades; no proprietary strategies or fund complexes appear in its disclosures. The advisor's contact materials list equities, fixed income, and mutual fund allocations as typical building blocks, though no specific portfolio companies or separate account mandates have been named publicly. The advisor operates from a single office with a publicly listed phone number and a direct email address for Anthony Daloise. No additional investment professionals, support staff, or satellite locations are advertised. The firm has not reported any mergers, acquisitions, team expansions, or platform changes since inception. Riverside Capital Wealth's structure is uncomplicated: a single-advisor RIA with no external board, no family-office lineage, and no disclosed institutional limited partners. The firm relies on the advisor's individual client relationships rather than a branded sourcing engine or sector-specialist team, which places it in the broad pool of local planning-led practices rather than among multi-generational allocators.

## People

- Anthony Daloise — Financial Planner and Investment Advisor

## Questions

### Who makes investment decisions at Riverside Capital Wealth?

Anthony Daloise is the sole financial planner and investment advisor listed on the firm's website. No investment committee, external consultants, or additional portfolio managers have been disclosed.

### How does Riverside Capital Wealth construct client portfolios?

The firm describes building allocations across equities, fixed income, and mutual funds on a discretionary basis. No proprietary funds, alternatives capabilities, or specific strategic tilts are detailed in its current materials.

### Does Riverside Capital Wealth report a minimum account size or AUM?

The advisor has not published a stated AUM or minimum relationship size. No Form ADV Part 1 data was available to verify regulatory assets under management.

## Related profiles

- [RiversEdge Advisors](https://altss.com/profile/riversedge-advisors)
- [Riverside Health System Retirement Income Plan](https://altss.com/profile/riverside-health-system-retirement-income-plan)

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Last updated: 2026-06-03T20:00:00.000Z

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